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Eagle Ridge Investment Management’s J.M. Smucker SJM Stock Holding History

Eagle Ridge Investment Management’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,963
Closed -$206K – 179
2017
Q3 		$206K Buy
+1,963
New +$224K 0.03% 162

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Ridge Investment Management's SJM Position: Q4 2017 in Review

Eagle Ridge Investment Management sold out of J.M. Smucker (SJM) in Q4 2017, closing a stake of 1,963 shares — an estimated $206K sold.

Eagle Ridge Investment Management first reported a position in SJM in Q3 2017 and held it in 1 quarter. The position peaked at $206K in Q3 2017. 799 funds tracked by Wall St. Rank hold SJM as of Q4 2017.

  • Eagle Ridge Investment Management reported no remaining J.M. Smucker position as of Q4 2017 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,963 J.M. Smucker shares in Q4 2017, an estimated $206K.
  • Eagle Ridge Investment Management first reported a position in J.M. Smucker in Q3 2017 and held it in 1 quarter.
  • Eagle Ridge Investment Management's J.M. Smucker position peaked at $206K in Q3 2017.
  • 799 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2017.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2017, filed 26 Jan 2018.